Financial Executive and Business Consultant with proven experience in business development, from startup to $30 million annual revenues. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Experienced in finance, accounting, and operations.
• Assisting business owners in a wide variety of industries; locally, nationally, and internationally with accounting and operations.
• Implementing accounting policies and procedures for business start-ups.
• Supervising & managing accurate, efficient, and compliant completion of monthly financial reporting packages.
• Researching, providing, and implementing the best technology solutions for accounting, operations, and more.
• Completing, distributing, and presenting internal and external financials and budgets.
• Managing budgets, cash flow forecasting, projections, and general financial reporting procedures.
• Project management for various clients, ranging from non-profits to businesses to individuals.
• Overseeing managerial financial functions for clients in the technology start-up sector.
• Interviewing, hiring, and onboarding new hires.
• Managing and mentoring a team of bookkeepers, HR staff, admin, and accounting managers with AP, AR, payroll, and more.
• Working directly with CFO’s and CEO’s to develop and implement accounting policies, procedures, budgets, and controls.
• Assisting CFO’s in developing financial models and creating complex spreadsheets for the individual needs of each client.
• Making recommendations to CFO’s and CEO’s regarding process improvements, software implementations, policies.
• Assisting with internal and external tax filings and audits.
• Project management for securing and assessing outsourced partnerships and vendors.
• Senior Manager reporting to Level 10 weekly calls to discuss the projection / direction / growth of company and providing recommendations.
• Sales Lead: assisting Managing Director in closing deals with new clients.
• Implemented proper accounting software for non-profit, caught their books up-to-speed.
• Owned accounting duties and ensuring tax filings are compliant throughout the year.
• Assisted with fundraising and marketing campaigns.
• Attended Board meetings and providing financials and analysis to all Board members.
• Business Development lead - increased sales by 50%.
• Investor relations - brought in over $50K and placed key members of the Board.
• Developed and managed accounting and HR duties - AP, AR, payroll, benefits.
• Organized and attended all investor and board meetings.
• Re-designed the company website, including all copy, increasing traffic by 120%.
• Managed AP, AR, payroll, and expense reports for forensic accounting firm.
• Prepared and assisted with financial statement analysis.
• Monthly close duties.
• Preparation of tax filings.
• Forensic accounting consultant.
• Marketing assistant - utilized social media to strengthen presence and on-line communications.
• Website management and revision to keep clients up-to-date.